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Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$503K +$61K +600 +14%
MWM
202
Meridian Wealth Management
Kentucky
$500K -$57K -560 -10%
JIC
203
Johnson Investment Counsel
Ohio
$499K
VWA
204
Visionary Wealth Advisors
Illinois
$496K +$3.15K +31 +0.7%
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$483K +$474K +4,659 New
BB
206
Bell Bank
North Dakota
$465K
VVP
207
Venture Visionary Partners
Ohio
$464K +$215K +2,115 +90%
SWP
208
Summit Wealth Partners
Florida
$464K
AAS
209
Ameritas Advisory Services
Nebraska
$462K -$92K -904 -17%
MWA
210
Martel Wealth Advisors
Washington
$458K +$2.85K +28 +0.6%
BWM
211
Brown Wealth Management
Illinois
$449K +$441K +4,332 New
RJT
212
Raymond James Trust
Florida
$443K
W
213
WealthOne
New York
$434K -$2.85K -28 -0.7%
MSFS
214
Main Street Financial Solutions
Pennsylvania
$430K
APCM
215
Alaska Permanent Capital Management
Alaska
$421K +$413K +4,057 New
CB
216
Cadence Bank
Mississippi
$419K -$259K -2,546 -39%
Corient Private Wealth
217
Corient Private Wealth
Florida
$411K +$52.4K +515 +15%
VCM
218
Virtue Capital Management
Tennessee
$409K +$102 +1 +0%
CA
219
CoreCap Advisors
Michigan
$403K +$395K +3,887 New
VWA
220
V Wealth Advisors
Kansas
$403K +$41.2K +405 +12%
ANTB
221
AMG National Trust Bank
Colorado
$395K -$19.3K -190 -5%
USCWA
222
U.S. Capital Wealth Advisors
Texas
$383K +$2.65K +26 +0.7%
WS
223
Wedbush Securities
California
$373K
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$353K +$131K +1,286 +61%
Bessemer Group
225
Bessemer Group
New Jersey
$350K